See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,711 | $60,022-82.2% | $88,946-88.0% | $84,808-87.4% |
| Participation rate | 92.3% | 57.8%+34.5pp | 68.8%+23.5pp | 68.3%+24.0pp |
| Annual return | 20.93% | 22.43%-1.5pp | 57.82%-36.9pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,531 | $1,703-10.1% | $2,555-40.1% | $2,631-41.8% |
| Participant deferral / active EE | $3,139 | $3,114+0.8% | $4,581-31.5% | $4,212-25.5% |
| Admin fee / account holder | $559 | $4,811-88.4% | $8,261-93.2% | $7,344-92.4% |